Filed November 17, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $284,936 |
Service code 27 4551 W. 107TH STREET · OVERLAND PARK, KS 66207 | Advisory (Plan) | $37,298 |
WENDLING, NOE, NELSON, JOHNSON2+ years Service code 10 · EIN 48-1026809 | Accounting | $10,408 |
FOLEY & LARDNER LLP2+ years Service code 29 777 E. WISCONSIN AVE · MILWAUKEE, WI 832025306 | Legal | $2,090 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $574 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,550 | $37,213+33.2% | $156,549-68.3% | $63,975-22.5% |
| Participation rate | 91.5% | 65.0%+26.5pp | 84.0%+7.5pp | 71.1%+20.4pp |
| Annual return | 10.63% | 47.89%-37.3pp | 32.23%-21.6pp | 48.65%-38.0pp |
| Employer contribution / active EE | $2,729 | $1,357+101.1% | $5,501-50.4% | $2,182+25.1% |
| Participant deferral / active EE | $2,705 | $2,070+30.6% | $4,871-44.5% | $3,356-19.4% |
| Admin fee / account holder | $128 | $56+127.0% | $13,027-99.0% | $70+81.5% |